CONSORTIUM FOR HOUSING AND ASSET MANAGEMENT INC (EIN 522230229) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

Julia Pierson

Phone

4109797221

Tax Period

2023-10-01 to 2024-09-30

CONSORTIUM FOR HOUSING AND ASSET MANAGEMENT INC, founded in 1998, is a small nonprofit in the Housing & Shelter sector that reported $900K in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $866K left a modest 4% surplus.

Mission

CHAM is a consortium of mission oriented owners, developers, investors and stakeholders committed to professional asset management and preservation of affordable housing.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $458,779

Program Service Revenue $430,456

Investment Income $11,031

Other Revenue $0

TOTAL REVENUE $900,266

Expense Breakdown

Grants Paid $0

Salaries & Benefits $255,303

Fundraising Expenses $10,556

Program Expenses $779,216

Other Expenses $610,504

TOTAL EXPENSES $865,807

Year-over-Year Comparison

	2023	2022	Change
Revenue	$900,266	$712,206	+0.3%
Expenses	$865,807	$670,011	+0.3%
Net Income	$34,459	$42,195	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

$128,519

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Julia Pierson	Executive Director	40	Key Emp	$128,519	$0	$128,519
Brian Bieler	Chair	1	Director	$0	$0	$0
Heather Starzynski	Vice-Chair	1	Director	$0	$0	$0
Lisa Deller	Past Chair	1	Director	$0	$0	$0
Dana Moore	Director	1	Director	$0	$0	$0
Michael Skrebutenas	Director	1	Director	$0	$0	$0
Len Tatum	Director	1	Director	$0	$0	$0
Dee Walsh	Director	1	Director	$0	$0	$0
Chuck Wehrwein	Director	1	Director	$0	$0	$0
Jeff Connolly	Treasurer	2	Officer	$0	$0	$0
Izaac Singh	Secretary	2	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$900,266	$865,807	$1,257,207	$34,459
2023	$712,206	$670,011	$1,280,917	$42,195
2022	$564,485	$544,436	$1,278,866	$20,049
2021	$332,451	$405,067	$291,820	$-72,616
2020	$391,125	$352,970	$251,859	$38,155
2019	$299,306	$280,823	$205,895	$18,483

CONSORTIUM FOR HOUSING AND ASSET MANAGEMENT INC